UBS Financial Services
43yrs
Top 1% by experience in Jericho
43yrs
Based in Jericho, New York, Dee Walker is a fiduciary financial advisor with 43 years of industry experience. Dee joined Osaic Wealth in 2023, after two years at Osaic Services and four years at Wells Fargo Advisors. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 261 advisors with offices in Jericho, and one of 221 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top advisor by experience in Jericho
Office380 N. Broadway Suite 206, Jericho, NY 11753
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- Jan 2022 – Sep 2023Osaic Services, Inc.Previously
- 2019 – 2022Osaic Wealth, Inc.Previously
- 2015 – 2019Wells Fargo Clearing Services, LLCPreviously
- Jun 2015 – Aug 2015Osaic Wealth, Inc.Previously
Contact Dee
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Dee. 380 N. Broadway Suite 206Jericho, NY 11753Office · Get directions
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Questions to ask Dee
Tailored to Dee’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dee
How do I contact Dee?
Call Osaic Wealth at (800) 821-5100 and ask for Dee Walker. Dee works from the Jericho, NY office.
How long has Dee been a financial advisor?
Dee has been in the industry since 1983, about 43 years. Top advisor by experience in Jericho.
What licenses does Dee hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Dee a fiduciary?
Dee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dee paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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